Q4 2019 Holdings
Filed 2020-02-14 | 9 holdings | $14.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc CL A COM STK(CHTR) | COM | 16119P108 | $14.6M | 30,000 | 99.6% |
| Applied Matls Inc COM STK(AMAT) | COM | 038222105 | $11.0K | 180,000 | 0.1% |
| Marvell Technology Group LTD COM STK(MRVL) | COM | G5876H105 | $10.0K | 375,000 | 0.1% |
| Equinix Inc COM REIT(EQIX) | COM | 29444U700 | $9.9K | 17,000 | 0.1% |
| Analog Devices Inc COM STK(ADI) | COM | 032654105 | $9.4K | 79,000 | 0.1% |
| Vmware Inc(VMWEUR) | COM | 928563402 | $8.2K | 54,000 | 0.1% |
| Liberty Global PLC COM STK | COM | G5480U120 | $7.2K | 330,000 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $4.7K | 15,000 | 0.0% |
| SBA Communications Corp Boca CL A(SBAC) | COM | 78410G104 | $2.4K | 10,000 | 0.0% |